Upcoming

Events

Our events are the closest thing to being a Carson Partner and a great opportunity to see if we’re the right fit for you. We’re on the road year-round meeting amazing advisors who want to provide incredible experiences for their clients and prospects.

We also offer hands-on, interactive webinars about topics that meet you right where you are today – no travel necessary. Both give you the chance to see how we think, experience our technology and get your questions answered. We’re looking forward to seeing you soon!

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Upcoming Events

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Omaha Events

Omaha Partner Experience

November 6, 2019 @ 8:00 am - November 7, 2019 @ 5:00 pm
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Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 8, 2019 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Truluck’s in Southlake at…
Learn More!
Regional Events

Momentum: Grow Your Advisory Business Like Never Before

November 13, 2019 @ 11:00 am - 1:00 pm
This exclusive advisor marketing workshop will teach you how to better grow your firm and partner with the top marketing team for advisors. Join us at Sullivan’s Steakhouse in Chicago…
Learn More!
Webinars

Closing the Deal: How To Turn A Lead Into A Client

November 14, 2019 @ 1:00 pm - 2:00 pm
Converting leads into clients is the foundation of any successful practice. Each prospect is unique. Whether they’ve downloaded a guide off your website or are a cold lead you just…
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Webinars

4 Steps to Choosing the Right Succession Plan

November 21, 2019 @ 1:00 pm - 2:00 pm
Succession planning can feel like just another thing on your plate – one you put off for a long time. Why should you plan for the end when you’re still…
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Tired of Never Really Clocking Out?

We could help you shave hours off your work week.

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Wish Your Clients Bragged About Your Tech?

Our new CX is leaving clients speechless

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